ESOP · DOL Form 5500 · 2023

Eptdesign, Inc. ESOP

Data updated 2026-08-25

$338K
Total assets Small plan by assets
41
Participants Small participant base
15th
Percentile by assets National rank
$8,236
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Eptdesign, Inc. Employee Stock Ownership Plan · Sponsored by Eptdesign, Inc. · California · Professional & Technical Services

$338K in assets, 41 participants

Eptdesign, Inc.'s Eptdesign, Inc. Employee Stock Ownership Plan reported $338K in total assets and 41 participants in its 2023 DOL Form 5500 filing, ranking in the 15th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,268 in Professional & Technical Services (20,321 peers)

Eptdesign, Inc. multi-year trail

Eptdesign, Inc.'s plans moved +139.1% in assets from 2022 to 2024; this filing shows Eptdesign, Inc. Employee Stock Ownership Plan at $338K / 41 participants.

#2,268
in Professional & Technical Services (20,321 peers)
+26.8%
assets growth YoY

Eptdesign, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Eptdesign, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$337,688 15th percentile higher than 15% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Eptdesign, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eptdesign, Inc. Employee Stock Ownership Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eptdesign, Inc. Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2022 filing to 41 in the plan year 2023 filing.
  • Eptdesign, Inc. Employee Stock Ownership Plan end-of-year assets rose from $266K in the plan year 2022 filing to $338K in the plan year 2023 filing.
  • Eptdesign, Inc. Employee Stock Ownership Plan reported net income fell from $85K in the plan year 2022 filing to $71K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 953659936 · Eptdesign, Inc. PY 2023 · ESOP

Eptdesign, Inc. Employee Stock Ownership Plan · $338K · 41 · 15th

  • PCT $338K
  • PCT 41
  • PCT 15th
  • PCT ESOP
  • PCT near Crystal Valley Sales Employee Stock Ownership Plan
  • PCT ind #2268

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in California →

Eptdesign, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eptdesign, Inc. Employee Stock Ownership PlanEptdesign, Inc. Employee Sto…$338KMyers Bancshares, Inc. Employee Stock Ownership PlanMyers Bancshares, Inc. Emplo…$344KCrystal Valley Sales Employee Stock Ownership PlanCrystal Valley Sales Employe…$333KLenoir Mirror Company Employee Stock Ownership PlanLenoir Mirror Company Employ…$330KCentral-State Bancorp, Inc. Employee Stock Ownership PlanCentral-State Bancorp, Inc. …$329K
End-of-year total assets ($M) among Eptdesign, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Eptdesign, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Eptdesign, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$637K 139.12093030243844% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M 202220232024 $0.27M $0.64M ▲ +137.0%
Year Plans Participants Total Assets
2022 1 32 $266K
2023 1 41 $338K
2024 1 40 $637K

Eptdesign, Inc. filing trail (2023)

Total Assets (Beginning of Year)$266K
Net Assets (End of Year)$338K
Net Income$71K
Employer EIN953659936
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Eptdesign, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Eptdesign, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000337688 · Participants: 41Eptdesign, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Eptdesign, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Eptdesign, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Eptdesign, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Crystal Valley Sales Employee Stock Ownership Plan in IN ($333K); by covered participants it is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Eptdesign, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Eptdesign, Inc. Employee Stock Ownership Plan grew sharply - up 26.8% during 2023, from $266K to $338K. Reported net income was $71K.
How have Eptdesign, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eptdesign, Inc.'s sponsor-wide assets grew 139.1%, from $266K to $637K.
Where does Eptdesign, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Eptdesign, Inc. Employee Stock Ownership Plan ranks in the 15th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Eptdesign, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Crystal Valley Sales Employee Stock Ownership Plan in IN ($333K, 10 participants).
Which ESOP plans cover a similar participant headcount to Eptdesign, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quantumdigital, Inc. Employee Stock Ownership Plan in TX (41 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 953659936.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.